Bloomberg's Caroline Hyde and Ed Ludlow break down TSMC's US plant yields surpassing that of similar factories in Taiwan and what that means for US chip ambitions. Plus, the Biden administration is planning for a concrete strategy on the US military's use of AI in warfare, and Alphabet's autonomous driving unit Waymo raises $5.6 billion in its largest ever funding round.

TSMC Forecast Lifts Peers on Robust AI Demand
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US Eases Path for Nvidia to Sell H200s to China
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Meta Shifts to AI Devices From Metaverse
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